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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,038 | $62,583-69.6% | $76,767-75.2% | $64,173-70.3% |
| Participation rate | 72.3% | 72.8%-0.5pp | 77.0%-4.6pp | 69.6%+2.8pp |
| Annual return | -5.38% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $929 | $1,832-49.3% | $2,485-62.6% | $2,381-61.0% |
| Participant deferral / active EE | $2,179 | $3,145-30.7% | $3,852-43.4% | $3,470-37.2% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |